DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| GREENWOOD VILLAGE, | $39.3M | 2026 | ||||||
| TROY, | $66.5M | 2026 | ||||||
| VERNAL, | $6.3M | 2026 | ||||||
| 2011 | ||||||||
| Grand Rapids, | 5 | |||||||
| Raleigh, | 14 | 129 | ||||||
Cook Street Consulting, Inc Investment consultant · Allocators · OCIO provider Also on RIA / Wealth Management | · probable | $7.1B | 16 | 2024 | ||||
| · probable Lower middle market | Greenwich, | $409M | 2 | 3 | 2022 | |||
| VIRGINIA BEACH, | $172M | 1 | 2024 | |||||
| Sarasota, | 86 | |||||||
| WEST DES MOINES, | $1.7B | 18 | 2016 | |||||
| BIRMINGHAM, | $360M | 3 | 2012 | |||||
Cook County Employees' and Officers' Annuity and Benefit Fund Allocator · Allocators · matched COOK COUNTY EMPLOYEES' & OFFICERS' ANNUITY & BENEFIT FUND · 10B-100B | $13B | 2024 | ||||||
The Cook & Boardman Group, LLC Borrower · Private credit · matched Cook & Boardman · Platinum Equity Advisors, LLC | $174M | 5 | 6 | 2030 | ||||
| PHILADELPHIA, | $11B | 14 | 2012 | |||||
| Winston Salem, | 2,341 | |||||||
| Lansdowne, | $940M | 4 | 2025 | |||||
| Portland, | 500 | |||||||
HERRMANN & COOKE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HERRMANN & COOKE, INC. · 801-31115 | DANVILLE, | $493M | 2011 | |||||
| 2026 | ||||||||
MCCARLEY & COOK FINANCIAL PLANNERS Registered adviser · RIA / Wealth · matched MCCARLEY & COOK LLC · 801-125903 | CINCINNATI, | $169M | 2 | 2022 | ||||
The Robert and Michelle Cooke Atchinson Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Winchester, | $131M | 2 | 2024 | ||||
| DUBLIN, | $120M | 2 | 2026 | |||||
| Tupelo, | 76 | |||||||
| · probable Lower middle market | New York, | $22.0M | 26 | 6 | 5 | 2022 | ||
| Binghamton, | 133 | |||||||
COOK PARK CLO, LTD. Fund · RIA / Wealth · BLACKSTONE LIQUID CREDIT STRATEGIES LLC Also on Private Credit | $925M | 2019 | ||||||
| $69.5M | 5 | 1 | 2028 | |||||
| $600,871 | 2024 | |||||||
COOKSON PEIRCE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched COOKSON PEIRCE & CO INC · 801-21341 | PITTSBURGH, | $2.6B | 23 | 2012 | ||||
| Cook, | 217 | |||||||
CEDAR ROWE PARTNERS Registered adviser · RIA / Wealth · matched DAVID COOK & ASSOCIATES, INC. · 801-32023 | ATLANTA, | $309M | 1 | 2012 | ||||
| Cordele, | 54 | |||||||
| THE WOODLANDS, | $206M | 3 | 2023 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Cooke Financial Group LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Memphis, | 165 | |||||||
| $29.7M | 5 | 2016 | ||||||
| $52.9M | 33 | 2012 | ||||||
| Minneapolis, | 3,181 | |||||||
SCS ASSET MANAGEMENT, INC Registered adviser · RIA / Wealth · matched SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP. | LUTZ, | $30.2M | 2026 | |||||
| 2 | 2 | |||||||
| Houston, | 62 | |||||||
| Topeka, | 120 | |||||||
| Westlake Village, | 845 | |||||||
| Springfield, | 466 | |||||||
| EXCELSIOR, | $47.7M | 2026 | ||||||
| Westlake Village, | 4 | 4 | 2 | 2022 | ||||
| Salt Lake City, | 190 | |||||||
| New York, | 175 | |||||||
| Shawnee, | 212 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.